BETA · BETA Technologies, Inc.

$21.95 +0.21 (+0.97%) At close · Aug 27

Market Cap

$5.09B

233.94M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 190

Total Value: $1,935,996,004

Total Shares: 115,581,899

Showing 1–100 of 195 holdings by value · page 1 of 2

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 190 13F filers · Δ vs Mar 31, 2026

Top Holder

28.8%

−1.7 pts

Top 5

73.3%

−4.5 pts

Top 10

82.4%

−3.9 pts

HHI

1,478

Broadly held−182

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +43

Institutional value: +21.4%

Shares held: +6.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MILLENNIUM MANAGEMENT LLC	+918,993	971,297
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+547,581	1,895,677
Mega STATE STREET CORP	+475,440	2,576,444
Mega VANGUARD CAPITAL MANAGEMENT LLC	+422,739	1,820,798
Mid MASTERS CAPITAL MANAGEMENT LLC	+328,200	1,028,200

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large ADAGE CAPITAL PARTNERS GP, L.L.C.	−911,089	672,505
Large FEDERATED HERMES, INC.	−813,872	29,841
Mid Ghisallo Capital Management LLC	−150,000	100,000
Mid GILDER GAGNON HOWE & CO LLC	−119,489	263,765
Mid Jump Financial, LLC	−90,577	34,323

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Empire Life Investments Inc.	1,337,839	$22,408,803
Mega NORGES BANK	1,249,598	$20,930,766
Mega AQR CAPITAL MANAGEMENT LLC	416,227	$6,971,800
Mid SEGALL BRYANT & HAMILL, LLC	360,845	$6,044,153
Mid Aureus Asset Management, LLC	131,594	$2,204,199

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/	225,076	$3,308,617
Mega TWO SIGMA INVESTMENTS, LP	210,987	$3,101,508
Large LMR Partners LLP	200,968	$2,954,229
Large AXIOM INVESTORS LLC /DE	131,445	$1,932,241
Mid Cinctive Capital Management LP	122,878	$1,806,306

Filter: New 72 Increased 68 Reduced 19 Sold out 29 Unchanged 31

Showing 100 of 195

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$558,413,843

28.84%

33,338,140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	27,349,849	$458,109,970	82.0%	Defined
FIDELITY MANAGEMENT TRUST CO	5,355,202	$89,699,633	16.1%	Defined
Fidelity Institutional Asset Management Trust Co	117,191	$1,962,949	0.4%	Defined
FIAM LLC	55,535	$930,211	0.2%	Defined
Fidelity Diversifying Solutions LLC	460,363	$7,711,080	1.4%	Defined

General Electric Co

$340,199,317

17.57%

20,310,407

TPG GP A, LLC

$274,623,536

14.19%

16,395,435

AMAZON COM INC

$196,877,758

10.17%

11,753,896

BlackRock, Inc.

$49,081,551

2.54%

2,930,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	43,466	$728,055	1.5%	Sole
BlackRock Asset Management Canada Ltd	2,894	$48,474	0.1%	Sole
BlackRock Investment Management, LLC	95,265	$1,595,688	3.3%	Sole
BLACKROCK ADVISORS LLC	76,685	$1,284,473	2.6%	Sole
BlackRock Fund Advisors	1,599,576	$26,792,898	54.6%	Sole
BlackRock Institutional Trust Company, N.A.	1,056,668	$17,699,189	36.1%	Sole
BlackRock Asset Management Ireland Ltd	55,688	$932,774	1.9%	Sole

STATE STREET CORP

$43,155,437

2.23%

2,576,444

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	2,576,444	$43,155,437	100.0%	Defined

T. Rowe Price Investment Management, Inc.

$38,063,051

1.97%

2,272,421

VANGUARD PORTFOLIO MANAGEMENT LLC

$31,752,589

1.64%

1,895,677

HITE Hedge Asset Management LLC

$31,695,606

1.64%

1,892,275

VANGUARD CAPITAL MANAGEMENT LLC

$30,498,366

1.58%

1,820,798

Empire Life Investments Inc.

$22,408,803

1.16%

1,337,839

NORGES BANK

$20,930,766

1.08%

1,249,598

MASTERS CAPITAL MANAGEMENT LLC

$17,222,350

0.89%

1,028,200

Liberty Street Advisors, Inc.

$16,736,633

0.86%

999,202

MILLENNIUM MANAGEMENT LLC

$16,269,224

0.84%

971,297

Clearbridge Investments, LLC

$14,911,670

0.77%

890,249

CITADEL ADVISORS LLC

$14,611,427

0.75%

872,324

GEODE CAPITAL MANAGEMENT, LLC

$13,325,595

0.69%

795,558

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	118,857	$1,990,854	14.9%	Defined
Held directly	676,701	$11,334,741	85.1%	Defined

ADAGE CAPITAL PARTNERS GP, L.L.C.

$11,264,458

0.58%

672,505

MORGAN STANLEY

$9,424,118

0.49%

562,634

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	851	$14,254	0.2%	Defined
MORGAN STANLEY & CO. LLC	33,052	$553,621	5.9%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	62,594	$1,048,449	11.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	410,628	$6,878,019	73.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	55,509	$929,775	9.9%	Defined

Invesco Ltd.

$8,017,738

0.41%

478,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	4,968	$83,213	1.0%	Defined
Invesco Trust Co joint	13,451	$225,304	2.8%	Defined
Invesco Capital Management LLC	460,252	$7,709,221	96.2%	Defined

BANK OF AMERICA CORP /DE/

$7,372,528

0.38%

440,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	70,910	$1,187,742	16.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	351,544	$5,888,362	79.9%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	17,697	$296,424	4.0%	Defined

UBS Group AG

$7,184,074

0.37%

428,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,004	$33,567	0.5%	Defined
UBS AG	422,359	$7,074,513	98.5%	Defined
UBS Switzerland AG	4,537	$75,994	1.1%	Defined

Granahan Investment Management, LLC

$7,076,757

0.37%

422,493

AQR CAPITAL MANAGEMENT LLC

$6,971,800

0.36%

416,227

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	28	$469	0.0%	Other
Prism Planning Partners LLC	232	$3,886	0.1%	Other
Compound Planning, Inc.	55	$921	0.0%	Other
Arax Advisory Partners	2,344	$39,262	0.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,761	$29,496	0.4%	Other
Stokes Family Office, LLC	166	$2,780	0.0%	Other
Held directly	411,641	$6,894,986	98.9%	Defined

Pictet Asset Management Holding SA

$6,663,418

0.34%

397,816

SEGALL BRYANT & HAMILL, LLC

$6,044,153

0.31%

360,845

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	360,845	$6,044,153	100.0%	Sole

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$5,516,110

0.28%

329,320

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$5,499,025

0.28%

328,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	328,300	$5,499,025	100.0%	Other

Marino Management, LLC

$5,259,366

0.27%

313,992

JPMORGAN CHASE & CO

$5,142,199

0.27%

306,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	249	$4,170	0.1%	Other
JPMorgan Chase Bank, N.A.	34,040	$570,170	11.1%	Defined
J.P. Morgan Investment Management Inc.	270,432	$4,529,736	88.1%	Defined
J.P. Morgan Securities LLC	2,276	$38,123	0.7%	Defined

SEVEN GRAND MANAGERS, LLC

$5,025,000

0.26%

300,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$4,830,700

0.25%

288,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	288,400	$4,830,700	100.0%	Other

GILDER GAGNON HOWE & CO LLC

$4,418,063

0.23%

263,765

GOLDMAN SACHS GROUP INC

$4,323,325

0.22%

258,109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	149,987	$2,512,282	58.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	108,122	$1,811,043	41.9%	Defined

CITADEL ADVISORS LLC

$3,869,250

0.20%

231,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	231,000	$3,869,250	100.0%	Defined

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$3,768,750

0.19%

225,000

Burkehill Global Management, LP

$3,768,750

0.19%

225,000

VANGUARD FIDUCIARY TRUST CO

$3,697,160

0.19%

220,726

Alyeska Investment Group, L.P.

$2,979,272

0.15%

177,867

Bank of New York Mellon Corp

$2,877,177

0.15%

171,772

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation joint	34,966	$585,679	20.4%	Defined
The Bank of New York Mellon	56,311	$943,209	32.8%	Defined
BNY Mellon, NA joint	76,961	$1,289,096	44.8%	Defined
BNY Mellon Advisors, Inc. joint	3,533	$59,177	2.1%	Defined
Held directly	1	$16	0.0%	Defined

Quantinno Capital Management LP

$2,783,062

0.14%

166,153

Nuveen, LLC

$2,761,790

0.14%

164,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	10,915	$182,826	6.6%	Defined
TEACHERS ADVISORS, LLC joint	153,968	$2,578,964	93.4%	Defined

MARSHALL WACE, LLP

$2,698,743

0.14%

161,119

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	161,119	$2,698,743	100.0%	Other

Corient Private Wealth LLC

$2,321,566

0.12%

138,601

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$2,275,889

0.12%

135,874

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	135,874	$2,275,889	100.0%	Other

Aureus Asset Management, LLC

$2,204,199

0.11%

131,594

JANE STREET GROUP, LLC

$2,159,075

0.11%

128,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	128,900	$2,159,075	100.0%	Defined

Mitsubishi UFJ Asset Management Co., Ltd.

$2,090,400

0.11%

124,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	124,800	$2,090,400	100.0%	Defined

Squarepoint Ops LLC

$2,044,840

0.11%

122,080

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	122,080	$2,044,840	100.0%	Defined

JANE STREET GROUP, LLC

$2,004,975

0.10%

119,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	119,700	$2,004,975	100.0%	Defined

Weiss Asset Management LP

$1,982,597

0.10%

118,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WEISS ANDREW M joint	118,364	$1,982,597	100.0%	Defined

Holocene Advisors, LP

$1,978,979

0.10%

118,148

Trexquant Investment LP

$1,945,512

0.10%

116,150

Swiss National Bank

$1,822,400

0.09%

108,800

Corps Capital Advisors, LLC

$1,704,346

0.09%

101,752

Ghisallo Capital Management LLC

$1,675,000

0.09%

100,000

SCS Capital Management LLC

$1,645,520

0.08%

98,240

SORA INVESTORS LLC

$1,440,500

0.07%

86,000

CITADEL ADVISORS LLC

$1,348,375

0.07%

80,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	80,500	$1,348,375	100.0%	Defined

Wealthspire Advisors, LLC

$1,342,194

0.07%

80,131

Capricorn Fund Managers Ltd

$1,298,962

0.07%

77,550

TD Asset Management Inc

$1,278,025

0.07%

76,300

RENAISSANCE TECHNOLOGIES LLC

$999,975

0.05%

59,700

AMERIPRISE FINANCIAL INC

$970,696

0.05%

57,952

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	57,568	$964,264	99.3%	Defined
Ameriprise Financial Services, LLC	384	$6,432	0.7%	Defined

CITIGROUP INC

$920,010

0.05%

54,926

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	54,926	$920,010	100.0%	Defined

WELLS FARGO & COMPANY/MN

$815,589

0.04%

48,692

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	30,582	$512,248	62.8%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	7,805	$130,733	16.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	10,305	$172,608	21.2%	Defined

ALLIANCEBERNSTEIN L.P.

$815,557

0.04%

48,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	48,690	$815,557	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$813,798

0.04%

48,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	48,585	$813,798	100.0%	Defined

IEQ CAPITAL, LLC

$789,410

0.04%

47,129

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$746,999

0.04%

44,597

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Asset Management Switzerland AG	44,597	$746,999	100.0%	Sole

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$746,195

0.04%

44,549

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	44,549	$746,195	100.0%	Defined

RHUMBLINE ADVISERS

$732,795

0.04%

43,749

SG Americas Securities, LLC

$721,908

0.04%

43,099

BNP PARIBAS ARBITRAGE, SA

$714,119

0.04%

42,634

VANGUARD ASSET MANAGEMENT, Ltd

$646,298

0.03%

38,585

Mariner, LLC

$637,555

0.03%

38,063

Pathstone Holdings, LLC

$632,949

0.03%

37,788

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	21,288	$356,574	56.3%	Defined
Held directly	16,500	$276,375	43.7%	Sole

Y-Intercept (Hong Kong) Ltd

$631,140

0.03%

37,680

RAYMOND JAMES FINANCIAL INC

$610,771

0.03%

36,464

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	21,255	$356,021	58.3%	Defined
Raymond James Financial Services Advisors, Inc.	15,209	$254,750	41.7%	Defined

FIRST FOUNDATION ADVISORS

$597,137

0.03%

35,650

DEUTSCHE BANK AG\

$577,640

0.03%

34,486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	191	$3,199	0.6%	Defined
DWS Investments UK Ltd	34,295	$574,441	99.4%	Defined

Jump Financial, LLC

$574,910

0.03%

34,323

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC	423	$7,085	1.2%	Defined
Leap GP LLC joint	33,900	$567,825	98.8%	Defined

Advisory Services Network, LLC

$558,528

0.03%

33,345

Composition Wealth, LLC

$543,939

0.03%

32,474

Legal & General Group Plc

$540,873

0.03%

32,291

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	3,283	$54,990	10.2%	Defined
Legal & General Investment Management Ltd joint	29,008	$485,883	89.8%	Defined

IMC-Chicago, LLC

$539,082

0.03%

32,184

Zurcher Kantonalbank (Zurich Cantonalbank)

$525,347

0.03%

31,364

FEDERATED HERMES, INC.

$499,836

0.03%

29,841

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	10,000	$167,500	33.5%	Defined
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	19,841	$332,336	66.5%	Defined

MOODY NATIONAL BANK TRUST DIVISION

$445,332

0.02%

26,587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MOODY BANCSHARES INC	26,587	$445,332	100.0%	Defined

Aquatic Capital Management LLC

$444,427

0.02%

26,533

SIMPLEX TRADING, LLC

$437,711

0.02%

26,132

Vident Advisory, LLC

$430,190

0.02%

25,683

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Advisors Asset Management, Inc.	25,683	$430,190	100.0%	Defined

Woodline Partners LP

$418,750

0.02%

25,000

MERCER GLOBAL ADVISORS INC /ADV

$415,534

0.02%

24,808

LPL Financial LLC

$413,373

0.02%

24,679

Jupiter Topco LLC

$390,275

0.02%

23,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	23,300	$390,275	100.0%	Defined

Sowell Financial Services LLC

$365,602

0.02%

21,827

STATE OF WISCONSIN INVESTMENT BOARD

$358,885

0.02%

21,426

Green Alpha Advisors, LLC

$357,545

0.02%

21,346

Key facts CIK 1784570 CUSIP 086921103 13F (30d) 159 filings 159 filers Visit website Investor relations